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LVOYX: LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 21.06 0.38(1.77%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/29/2005 |
| Last Dividend Date: | 12/02/2025 |
| 12-Mo. Yield | 6.15% |
| Expenses | 1.01% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 9.6 | 18.6 | 11.9 | 0.6 | 5.8 | 7.1 | 7.6 | 8.3 | 0.8 | 13.8 | 17.0 | -27.4 | 13.2 | 9.9 | 23.0 | -11.8 | 10.5 | 16.8 | -2.6 | 9.6 | 36.5 | 10.1 | -3.8 | 24.9 | 34.3 | -27.5 | 11.3 | 29.4 | -0.4 |
| Sharpe Ratio | NA | 1.57 | 1.18 | 0.57 | -0.09 | 0.2 | NA | NA | 0.34 | -0.1 | 0.66 | 0.84 | -1.09 | 0.61 | 0.25 | 1.64 | -0.83 | 1.03 | 1.11 | -0.18 | 0.73 | 2.77 | 0.66 | -0.14 | 1.16 | 1.19 | -0.79 | 0.56 | 2.11 | NA |
| Draw Down(%) | NA | 9.3 | 9.3 | 25.3 | 37.4 | 39.0 | NA | NA | 46.1 | 22.6 | 8.1 | 12.6 | 28.5 | 18.1 | 39.0 | 8.1 | 23.3 | 5.7 | 10.8 | 12.4 | 11.4 | 6.3 | 14.0 | 26.3 | 18.4 | 23.2 | 41.2 | 8.5 | 10.4 | 0.4 |
| Standard Deviation(%) | NA | 15.5 | 14.3 | 16.9 | 20.0 | 20.7 | NA | NA | 20.9 | 19.7 | 15.6 | 16.1 | 26.6 | 21.7 | 38.4 | 13.2 | 16.1 | 9.5 | 14.9 | 14.8 | 13.0 | 13.2 | 15.4 | 27.9 | 21.5 | 28.7 | 35.7 | 14.6 | 12.4 | 0.0 |
| Treynor Ratio | NA | 0.25 | 0.16 | 0.09 | -0.02 | 0.04 | NA | NA | 0.08 | -0.02 | 0.09 | 0.13 | -0.3 | 0.12 | 0.09 | 0.22 | -0.14 | 0.09 | 0.18 | -0.03 | 0.09 | 0.36 | 0.1 | -0.04 | 0.25 | 0.39 | -0.37 | 0.1 | 0.28 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | -0.02 | -0.03 | -0.02 | NA | NA | 0.0 | -0.04 | -0.01 | 0.0 | -0.05 | -0.04 | -0.03 | -0.02 | -0.01 | -0.04 | 0.02 | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.03 | 0.02 | 0.05 | NA |
| Beta | NA | 0.98 | 1.05 | 1.07 | 1.02 | 1.02 | NA | NA | 0.94 | 1.07 | 1.15 | 1.01 | 0.97 | 1.13 | 1.02 | 0.99 | 0.96 | 1.13 | 0.94 | 0.94 | 1.0 | 1.03 | 1.01 | 1.02 | 0.98 | 0.87 | 0.77 | 0.84 | 0.93 | NA |
| RSquared | NA | 0.76 | 0.81 | 0.88 | 0.82 | 0.88 | NA | NA | 0.91 | 0.92 | 0.85 | 0.91 | 0.88 | 0.62 | 0.95 | 0.92 | 0.95 | 0.86 | 0.94 | 0.94 | 0.93 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.93 | 0.92 | 0.88 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 7.2 | 1.8 | 0.7 | 0.3 | 0.5 | 12.7 | 8.6 | 6.4 | 6.5 | 7.0 | 13.8 | 11.0 | 0.0 | 0.3 | 0.6 | 0.0 | 0.4 | 4.5 | 4.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -13.9 | 347.3 | 92.3 | 188.9 | -40.7 | -95.7 | 17.1 | 39.8 | 11.1 | -16.6 | -51.2 | 50.8 | N/A | -100.0 | -25.3 | N/A | -100.0 | -89.8 | 39.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/2005
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